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Acquis Case Study

Streamlining Financial Operations with AcquisLink®

A leading clean energy manufacturer's rapid growth overwhelmed its financial systems, creating an urgent need for enterprise-grade platforms. But the right integration approach transformed what could have been months of disruption into weeks of seamless transition.

The Challenge

Rapid growth, limited resources 

A leading clean energy manufacturer found itself at a critical inflection point. As demand soared, the company's technical infrastructure struggled to keep pace with its rapidly expanding manufacturing operations. 

The manufacturer's existing procurement and financial systems could no longer support organizational needs, requiring multiple software upgrades. Leadership elected to transition from the company’s existing ERP, QuickBooks Online (QBO), to Microsoft Dynamics 365 Business Central (D365), and selected Coupa as its new procurement platform. In addition to managing the transitions to D365 and Coupa, the company faced a three-dimensional integration challenge:  

  1. Immediate spend control: The company couldn't wait for the full D365 implementation to gain visibility into procurement – it needed QBO integrated with Coupa immediately to manage growing procurement volumes. 

  2. Seamless system migration: The transition from QBO to D365 needed to occur with minimal disruption while maintaining all financial data integrity. 

  3. Continuous integration integrity: The existing Coupa connection needed to be preserved throughout the transition, requiring a sophisticated approach to prevent broken connections as the underlying ERP system changed. 

With limited time and technical resources, the company needed a solution that could accelerate these integrations and manage complex transitions without overwhelming internal teams — all while maintaining business continuity during a critical growth phase. 

The Solution

Accelerated integration with AcquisLink® 

The company selected AcquisLink®, a proprietary integration accelerator by Acquis Consulting Group, to manage the migration and expedite the integration process. AcquisLink executed the project in two strategic phases: 

Phase I: QBO to Coupa integration

AcquisLink rapidly connected the existing QBO system with Coupa, delivering immediate procurement visibility and control capabilities within days — all while preparations for the larger ERP implementation continued in parallel. 

Phase II: QBO to D365 migration & Coupa integration 

AcquisLink orchestrated the QBO to D365 migration while maintaining uninterrupted Coupa integration, ensuring complete data integrity across all systems throughout the transition. 

Throughout both phases, Acquis provided targeted training to support change management efforts, ensuring rapid adoption across the organization. 

The Results

Transformational time-to-value 

AcquisLink delivered business-critical results that transformed the company's financial operations: 

  • Rapid integration: Within just one week of transitioning to D365, the company began testing new configurations and processing transactions. Complete testing was finished within two weeks — a process that typically takes months with custom integrations. 

  • 600 hours of IT resources reclaimed: AcquisLink's pre-built connectors eliminated approximately 600 hours – almost four months – of custom development work, allowing technical resources to remain focused on core innovation. 

  • Zero business disruption: The phased implementation approach maintained continuous business operations throughout the entire transition. 

  • Accelerated time-to-value: AcquisLink enabled the company to maximize its investment in Coupa and gain immediate access to critical financial data throughout the ERP transition. 

By accelerating this crucial financial transformation, AcquisLink helped the company maintain its aggressive growth trajectory while establishing the enterprise-grade financial controls and visibility needed to support its next phase of market expansion. 

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